FAQ & troubleshooting
Answers to common questions and fixes for common issues — privacy, permissions, scans, plans and data.
This page collects the questions we hear most, grouped by topic, alongside fixes for common issues. Copilot Insights is read-only and works from usage metadata, never the content of prompts, chats or files — many of the answers below come back to that. For a guided tour, start with Getting started.
Privacy & security
Does Copilot Insights read our Copilot prompts or chats?
No. It reads activity metadata only — licence assignment, usage signals and an inventory of agents. Prompt, chat, email and file content is never accessed or stored. See Security & privacy.
What data do you actually store?
Metadata snapshots from each scan — licence and usage figures plus an agent inventory — together with your account and plan. No message or document content, ever.
Can Copilot Insights change anything in our tenant?
No. Access is read-only, so it cannot reassign licences, alter agents or change settings. It only analyses and recommends.
Connecting & permissions
What permissions does it need?
Standard, read-only Microsoft Graph consent for licence and usage reporting, plus directory read to inventory agents. There is nothing to install in your tenant.
I cannot connect — it mentions admin consent.
Read-only admin consent is usually approved by a Global Administrator the first time. Ask an administrator to complete the consent screen, then retry the connection. See Getting started.
How do I revoke access?
Disconnect from Settings, or revoke from Microsoft Entra — either one cuts Copilot Insights off from your tenant immediately.
Scans & data
Why do user names look anonymised?
When Microsoft returns anonymised usage data, Copilot Insights shows a Names anonymised banner and the numbers stay accurate. You can also switch on anonymisation yourself in Settings.
I have hit my scan limit.
Scan cadence depends on your plan — Free is one scan ever, Pro is one per month, and Enterprise and Partner are unlimited. Upgrade under Plans & billing to scan more often, or read more about Scans.
How fresh is the data?
Each scan is a point-in-time snapshot. Run a new scan — subject to your plan's cadence — whenever you want an up-to-date picture.
Plans & billing
Reports and Recommendations are locked.
Those are locked on the Free plan. Upgrade to Pro or above to unlock full reports with CSV / PDF export and recommendations.
How do I redeem a coupon?
Go to Billing & plans, open Have a coupon?, paste the code and click Redeem. Your plan flips for the coupon window, then reverts automatically. Coupons cannot be redeemed in the demo. See Plans & billing.
Where can I see current prices?
On the pricing section. Quarterly billing saves 15% and yearly billing saves 25%.
Troubleshooting
The demo will not let me do something.
The demo tenant is read-only sample data — you cannot run extra scans, redeem coupons or change settings in it. Connect a real tenant to use those. See Getting started.
How do I disconnect or delete our data?
Disconnect in Settings to revoke access instantly, or delete your organisation there to remove all scan data permanently.
Something looks wrong or will not load.
Try running a fresh scan and reopening the page. If it persists, get in touch with your tenant name and what you were doing at the time.
Still need help?
Email us at hello@copilot-365.com or use the contact form — we are happy to help.